Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. The intersection of planning & technology. Table of Contents.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Forecasting Planning 52

CFO News Room

NOVEMBER 14, 2022

And because many of the tech-enabled tools and platforms at their fingertips were often designed to be used across teams, these Millennials often excel in team-based settings and tend to prefer collaborating with others over working solo. The first is that many ‘next-generation advisors’ (i.e.,

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 14, 2022

The key point is that, when entertaining and planning for a new idea or opportunity (e.g., For example, some clients are very resistant to updating their estate plans, despite their advisor’s frequent reminders and the importance of leaving a legacy for their children. keeping the current job) versus Plan B (e.g.,

Planning 130

Planning Numbers Communication Entertainment 130

CFO News Room

DECEMBER 30, 2022

has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!

Auditing 130

Auditing Planning Investments Securities 130

CFO News Room

NOVEMBER 7, 2022

This month’s edition kicks off with the news that a new RIA custodian – Entrustody – has launched, as independent RIAs continue to clamor for more alternatives than what has now become the ‘Big 2’ of Schwabitrade and Fidelity. Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Emily Rassam.

Education 130

Education Planning Numbers Securities 130